Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
79
Number of overlapping holdings
17.8%
% of VYM's 456 holdings also in IWX
54.1%
% of IWX's 148 holdings also in VYM
Overlap by Weight
Sector Drift (VYM minus IWX)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in VYM |
Weight in IWX |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 3.7% | 4.1% | 3.7% | |
EXXON MOBIL CORP | 3.3% | 3.6% | 3.3% | |
JOHNSON & JOHNSON | 2.5% | 2.7% | 2.5% | |
PROCTER & GAMBLE CO/THE | 2.6% | 2.3% | 2.3% | |
MERCK & CO. INC. | 2.2% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
VYM Overweight Relative to IWX
BROADCOM INC. | 3.4% | |
HOME DEPOT INC | 2.4% | |
ABBVIE INC | 2.0% | |
PEPSICO INC | 1.1% | |
QUALCOMM INC | 1.1% | |
CATERPILLAR INC | 0.9% | |
COCA-COLA CO/THE | 0.7% | |
LOCKHEED MARTIN CORP | 0.7% | |
STARBUCKS CORP | 0.7% | |
AMGEN INC | 0.6% |
VYM Underweight Relative to IWX
BERKSHIRE HATHAWAY INC-CL B | -5.6% | |
WALT DISNEY CO/THE | -1.6% | |
LINDE PLC | -1.5% | |
WAL-MART STORES INC | -1.3% | |
ABBOTT LABORATORIES | -1.3% | |
GENERAL ELECTRIC COMPANY | -1.2% | |
DANAHER CORP | -1.2% | |
S&P GLOBAL, INC. | -0.9% | |
MICRON TECHNOLOGY INC | -0.9% | |
ELEVANCE HEALTH INC | -0.8% |